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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1951 |
1951
Keel Point
Huntsville,
Alabama
| $495M | +$49.9M | +11% | 5.4% | 76.4% | 177 | 14.69% | 1.2 |
|
| 1952 |
1952
Yale University
New Haven,
Connecticut
| $495M | -$95.8M | -16% | 8.74% | 33.7% | 12 | 66.67% | 0.5 |
|
| 1953 |
1953
Cortland Associates
St Louis,
Missouri
| $494M | +$1.82M | +0.4% | 8.09% | 57.1% | 54 | 3.7% | 2.3 |
|
| 1954 |
1954
SFMG Wealth Advisors
Plano,
Texas
| $494M | +$24.8M | +5% | 4.6% | 76.1% | 124 | 12.1% | 2 |
|
| 1955 |
1955
Omni Partners
London,
United Kingdom
| $494M | +$46.7M | +10% | 14.5% | 412% | 32 | 71.88% | 0.2 |
|
| 1956 |
1956
Crescent Park Management
East Palo Alto,
California
| $493M | +$50.8M | +11% | 12.5% | 87% | 28 | 25% | 0.9 |
|
| 1957 |
1957
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $491M | +$52.1M | +12% | 5.01% | 86% | 347 | 20.17% | 2.1 |
|
| 1958 |
1958
Doyle Wealth Management
St. Petersburg,
Florida
| $491M | – | – | 2.6% | 32.3% | 134 | – | 0 |
|
| 1959 |
1959
American Assets Investment Management
San Diego,
California
| $491M | +$17.8M | +4% | 2.73% | 507% | 157 | 12.74% | 2.2 |
|
| 1960 |
1960
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $490M | +$32.4M | +7% | 0% | 4.8% | 28 | 7.14% | 1.3 |
|
| 1961 |
1961
Alpha Cubed Investments
Irvine,
California
| $489M | +$72.6M | +17% | 6.22% | 126% | 215 | 25.12% | 1.5 |
|
| 1962 |
1962
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $489M | +$120M | +32% | 5.5% | 41% | 281 | 35.94% | 0.3 |
|
| 1963 |
1963
Deltec Asset Management
New York
| $489M | +$61.2M | +14% | 6.69% | 128% | 197 | 31.47% | 1.4 |
|
| 1964 |
1964
Sageworth Trust
Lancaster,
Pennsylvania
| $489M | +$29.8M | +6% | 6.82% | 64.5% | 86 | 33.72% | 1.2 |
|
| 1965 |
1965
CapWealth Advisors
Franklin,
Tennessee
| $488M | +$26.2M | +6% | 5.5% | 152% | 105 | 14.29% | 2.6 |
|
| 1966 |
1966
Winslow Asset Management
Beachwood,
Ohio
| $488M | +$11.8M | +2% | 7.09% | 89.9% | 96 | 5.21% | 3.1 |
|
| 1967 |
1967
Smith Salley Wealth Management
Greensboro,
North Carolina
| $488M | +$7.52M | +2% | 5.24% | 106% | 183 | 19.67% | 2.2 |
|
| 1968 |
1968
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $487M | +$190M | +64% | 11.5% | 602% | 24 | 29.17% | 0.6 |
|
| 1969 |
1969
Jacobs & Co
San Francisco,
California
| $487M | +$25.6M | +6% | 5.36% | 105% | 123 | 3.25% | 3.2 |
|
| 1970 |
GA
1970
GFS Advisors
Houston,
Texas
| $486M | +$11.8M | +2% | 7.84% | 97.9% | 153 | 18.3% | 2.1 |
|
| 1971 |
1971
First Interstate Bank
Billings,
Montana
| $484M | -$23.5M | -5% | 3.24% | 48.2% | 778 | 16.45% | 1.5 |
|
| 1972 |
1972
Armistice Capital
New York
| $484M | +$61.6M | +15% | 4.97% | 79.7% | 66 | 56.06% | 0.5 |
|
| 1973 |
1973
Kelly Lawrence W & Associates
Pasadens,
California
| $484M | +$33.4M | +7% | 7.69% | 123% | 242 | 38.43% | 1.5 |
|
| 1974 |
1974
John G. Ullman & Associates
Corning,
New York
| $484M | +$6.34M | +1% | 5.24% | 156% | 129 | 16.28% | 2.4 |
|
| 1975 |
1975
Harvey Investment Company
Louisville,
Kentucky
| $483M | +$8.5M | +2% | 5.83% | 56.4% | 82 | 3.66% | 3.2 |
|